Morgan Stanley
MS- 交易所
- NYSE
- 產業
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000895421
近 90 天，Morgan Stanley 內部人申報 0 筆公開市場買進、3 筆賣出；2026 年第 2 季末有 2,746 家機構在 13F 申報持有，市值合計 $2,817 億；維京全球投資和索羅斯基金管理兩位大師持有。
2022 年第 3 季 13F 持有人
Morgan Stanley 在 2022/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,586
- 較 2022 年第 2 季 +2 家
- 持有股數
- 14.3 億
- 較 2022 年第 2 季 −1,424 萬 (−1.0%)
- 總市值
- $1,127 億
- 較 2022 年第 2 季 +$31.2 億 (+2.8%)
- 新進機構
- 108
- 另有 637 家加碼
- 清倉機構
- 106
- 另有 609 家減碼
另有 23 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 MS 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 2,746 | $2,817 億 |
| 2026 年第 1 季 | 2,514 | $2,180 億 |
| 2025 年第 4 季 | 2,533 | $2,394 億 |
| 2025 年第 3 季 | 2,266 | $2,119 億 |
| 2025 年第 2 季 | 2,209 | $1,906 億 |
| 2025 年第 1 季 | 2,104 | $1,591 億 |
| 2024 年第 4 季 | 2,118 | $1,709 億 |
| 2024 年第 3 季 | 1,875 | $1,411 億 |
| 2024 年第 2 季 | 1,829 | $1,312 億 |
| 2024 年第 1 季 | 1,799 | $1,278 億 |
| 2023 年第 4 季 | 1,761 | $1,283 億 |
| 2023 年第 3 季 | 1,671 | $1,127 億 |
| 2023 年第 2 季 | 1,689 | $1,187 億 |
| 2023 年第 1 季 | 1,674 | $1,241 億 |
| 2022 年第 4 季 | 1,682 | $1,202 億 |
| 2022 年第 3 季 | 1,586 | $1,127 億 |
| 2022 年第 2 季 | 1,607 | $1,096 億 |
| 2022 年第 1 季 | 1,673 | $1,291 億 |
| 2021 年第 4 季 | 1,716 | $1,469 億 |
| 2021 年第 3 季 | 1,592 | $1,488 億 |
| 2021 年第 2 季 | 1,550 | $1,437 億 |
| 2021 年第 1 季 | 1,516 | $1,237 億 |
2022 年第 3 季持有機構
每家機構持有 Morgan Stanley 的股數、市值與佔組合比重；股數變化跟 2022 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 76,477 | $604.2 萬 | 0.23% | −251,027−76.6% | 減碼 |
| Quadrature Capital Ltd | 76,440 | $604.2 萬 | 0.20% | −13,247−14.8% | 減碼 |
| Westbourne Investment Advisors, Inc. | 76,266 | $602.6 萬 | 3.19% | −2,108−2.7% | 減碼 |
| Los Angeles Capital Management LLC | 76,271 | $602.6 萬 | 0.03% | +31,561+70.6% | 加碼 |
| Avitas Wealth Management LLC | 73,734 | $582.6 萬 | 1.33% | +834+1.1% | 加碼 |
| Logan Capital Management Inc | 73,568 | $581.2 萬 | 0.35% | +4,547+6.6% | 加碼 |
| Connors Investor Services Inc | 73,381 | $579.8 萬 | 0.76% | +300+0.4% | 加碼 |
| Alberta Investment Management Corp | 73,308 | $579.2 萬 | 0.04% | −28,992−28.3% | 減碼 |
| Northern Oak Wealth Management Inc | 72,396 | $572.0 萬 | 0.86% | −462−0.6% | 減碼 |
| Advocate Group LLC | 72,200 | $570.5 萬 | 1.41% | +2,321+3.3% | 加碼 |
| Bernzott Capital Advisors | 72,194 | $570.4 萬 | 0.79% | +39,599+121.5% | 加碼 |
| Oliver Luxxe Assets LLC | 71,680 | $566.3 萬 | 1.77% | +1,432+2.0% | 加碼 |
| Baugh & Associates, LLC | 71,664 | $566.2 萬 | 4.01% | +2,856+4.2% | 加碼 |
| Cyrus J. Lawrence, LLC | 71,627 | $565.9 萬 | 1.67% | −1,100−1.5% | 減碼 |
| New Mexico Educational Retirement Board | 71,510 | $565.0 萬 | 0.31% | −7,100−9.0% | 減碼 |
| German American Bancorp, Inc. | 71,121 | $561.9 萬 | 0.97% | +5,243+8.0% | 加碼 |
| Cipher Capital LP | 70,677 | $558.4 萬 | 0.91% | +65,640+1,303.2% | 加碼 |
| Interval Partners, LP | 69,876 | $552.1 萬 | 0.33% | −32,378−31.7% | 減碼 |
| D L Carlson Investment Group Inc | 69,061 | $545.7 萬 | 1.19% | −1,415−2.0% | 減碼 |
| Wills Financial Group, Inc. | 68,965 | $544.9 萬 | 3.03% | +7,627+12.4% | 加碼 |
| AE Wealth Management LLC | 68,938 | $544.7 萬 | 0.04% | +7,683+12.5% | 加碼 |
| First Citizens Bank & Trust Co | 68,364 | $540.2 萬 | 0.18% | −5,070−6.9% | 減碼 |
| Principal Street Partners, LLC | 67,576 | $533.9 萬 | 1.42% | +679+1.0% | 加碼 |
| Virginia Retirement Systems Et Al | 67,200 | $530.9 萬 | 0.06% | +67,200 | 新進 |
| Ameritas Investment Partners, Inc. | 66,718 | $527.0 萬 | 0.24% | +255+0.4% | 加碼 |
| CWM, LLC | 66,274 | $523.6 萬 | 0.04% | +370+0.6% | 加碼 |
| Leuthold Group, LLC | 66,214 | $523.2 萬 | 0.79% | −22,766−25.6% | 減碼 |
| Lyell Wealth Management, LP | 66,198 | $523.0 萬 | 0.89% | +1,790+2.8% | 加碼 |
| Exchange Traded Concepts, LLC | 65,987 | $521.4 萬 | 0.17% | −3,090−4.5% | 減碼 |
| Picton Mahoney Asset Management | 65,650 | $518.7 萬 | 0.24% | −2,810−4.1% | 減碼 |
| Old Second National Bank of Aurora | 65,446 | $517.1 萬 | 1.59% | −965−1.5% | 減碼 |
| Iowa State Bank | 64,487 | $509.5 萬 | 1.45% | +1,973+3.2% | 加碼 |
| Braun Stacey Associates Inc | 64,086 | $506.3 萬 | 0.31% | +13,160+25.8% | 加碼 |
| Baxter Bros Inc | 63,760 | $503.8 萬 | 0.89% | +1,573+2.5% | 加碼 |
| Signet Financial Management, LLC | 63,703 | $503.3 萬 | 0.99% | −228−0.4% | 減碼 |
| Central Trust Co | 63,644 | $502.9 萬 | 0.17% | −3,037−4.6% | 減碼 |
| Connectus Wealth, LLC | 63,412 | $501.8 萬 | 0.10% | +1,602+2.6% | 加碼 |
| Meyer Handelman Co | 63,166 | $499.1 萬 | 0.23% | 00.0% | 不變 |
| Gibraltar Capital Management, Inc. | 62,935 | $497.2 萬 | 2.55% | −852−1.3% | 減碼 |
| Sandy Cove Advisors, LLC | 62,698 | $495.4 萬 | 4.46% | +150.0% | 加碼 |
| Saba Capital Management, L.P. | 62,636 | $494.9 萬 | 0.07% | −10,926−14.9% | 減碼 |
| Cito Capital Group, LLC | 61,948 | $489.5 萬 | 2.81% | 00.0% | 不變 |
| Howe & Rusling Inc | 61,635 | $487.0 萬 | 0.65% | +688+1.1% | 加碼 |
| Illinois Municipal Retirement Fund | 61,276 | $484.1 萬 | 0.12% | 00.0% | 不變 |
| Prudential PLC | 60,985 | $481.8 萬 | 0.08% | +1,996+3.4% | 加碼 |
| Aptus Capital Advisors, LLC | 60,752 | $480.0 萬 | 0.15% | +60,752 | 新進 |
| DuPont Capital Management Corp | 60,599 | $478.8 萬 | 0.28% | −11,712−16.2% | 減碼 |
| Viking Fund Management LLC | 60,000 | $474.1 萬 | 1.12% | +12,000+25.0% | 加碼 |
| Assenagon Asset Management S.A. | 58,649 | $463.4 萬 | 0.02% | +22,302+61.4% | 加碼 |
| Jackson Wealth Management, LLC | 58,400 | $461.4 萬 | 0.91% | +35,230+152.1% | 加碼 |
| Glenview Trust Co | 57,869 | $457.2 萬 | 0.17% | −193−0.3% | 減碼 |
| Institutional & Family Asset Management, LLC | 56,838 | $449.1 萬 | 0.81% | +11,197+24.5% | 加碼 |
| United Services Automobile Association | 56,706 | $448.0 萬 | 0.12% | −116−0.2% | 減碼 |
| Heritage Trust Co | 56,202 | $444.1 萬 | 0.78% | +1,511+2.8% | 加碼 |
| Canandaigua National Corp | 55,410 | $437.8 萬 | 0.78% | +3,244+6.2% | 加碼 |
| Elk River Wealth Management, LLC | 55,370 | $437.5 萬 | 1.15% | +912+1.7% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 54,948 | $434.1 萬 | 0.72% | −2,622−4.6% | 減碼 |
| First National Bank of Omaha | 54,868 | $433.5 萬 | 0.28% | −2,174−3.8% | 減碼 |
| Albion Financial Group | 54,861 | $433.5 萬 | 0.45% | +937+1.7% | 加碼 |
| Allstate Corp | 54,649 | $431.8 萬 | 0.12% | +4,357+8.7% | 加碼 |
| Atria Investments LLC | 54,621 | $431.6 萬 | 0.10% | −8,360−13.3% | 減碼 |
| Advisor Partners II, LLC | 54,598 | $431.4 萬 | 0.33% | +54,598 | 新進 |
| Lorne Steinberg Wealth Management Inc. | 54,162 | $427.9 萬 | 2.08% | −60−0.1% | 減碼 |
| Banque Cantonale Vaudoise | 52,475 | $414.6 萬 | 0.24% | 00.0% | 不變 |
| Varma Mutual Pension Insurance Co | 51,774 | $409.0 萬 | 0.07% | 00.0% | 不變 |
| Donaldson Capital Management, LLC | 51,702 | $408.5 萬 | 0.22% | +4,511+9.6% | 加碼 |
| Consolidated Investment Group LLC | 51,600 | $407.7 萬 | 0.88% | 00.0% | 不變 |
| Corient Capital Partners, LLC | 53,503 | $406.9 萬 | 0.31% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 51,771 | $404.9 萬 | 0.05% | +4,160+8.7% | 加碼 |
| MainStreet Investment Advisors LLC | 51,159 | $404.2 萬 | 0.49% | −53−0.1% | 減碼 |
| Aureus Asset Management, LLC | 51,155 | $404.2 萬 | 0.35% | +3,202+6.7% | 加碼 |
| K.J. Harrison & Partners Inc | 49,735 | $402.8 萬 | 1.42% | +14,000+39.2% | 加碼 |
| FDx Advisors, Inc. | 50,642 | $400.1 萬 | 0.18% | −2,918−5.4% | 減碼 |
| Hudson Valley Investment Advisors Inc | 50,532 | $399.2 萬 | 0.64% | +1,341+2.7% | 加碼 |
| Point72 Hong Kong Ltd | 50,215 | $396.7 萬 | 0.24% | +4,293+9.3% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 49,738 | $393.0 萬 | 0.10% | −14,531−22.6% | 減碼 |
| Rpo LLC | 49,577 | $391.7 萬 | 1.02% | −6,000−10.8% | 減碼 |
| Stephens Inc | 49,091 | $387.9 萬 | 0.08% | +4,427+9.9% | 加碼 |
| Transcend Wealth Collective, LLC | 48,973 | $386.9 萬 | 0.43% | +2,524+5.4% | 加碼 |
| Atria Wealth Solutions, Inc. | 48,647 | $384.3 萬 | 0.07% | +16,140+49.7% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 47,990 | $379.2 萬 | 0.35% | +179+0.4% | 加碼 |
| Highland Capital Management, LLC | 47,863 | $378.2 萬 | 0.29% | −90−0.2% | 減碼 |
| Jupiter Wealth Management LLC | 47,633 | $376.3 萬 | 3.78% | +1,295+2.8% | 加碼 |
| Glenmede Trust Co NA | 47,321 | $373.7 萬 | 0.02% | −128,550−73.1% | 減碼 |
| SkyOak Wealth, LLC | 47,207 | $373.0 萬 | 1.34% | −591−1.2% | 減碼 |
| Wright Investors Service Inc | 46,977 | $371.2 萬 | 1.17% | −2,164−4.4% | 減碼 |
| First Hawaiian Bank | 46,972 | $371.2 萬 | 0.14% | −1,621−3.3% | 減碼 |
| Sigma Planning Corp | 46,731 | $369.2 萬 | 0.14% | +941+2.1% | 加碼 |
| Loomis Sayles & Co L P | 46,720 | $369.1 萬 | 0.01% | −168,849−78.3% | 減碼 |
| Massmutual Trust Co FSB | 46,569 | $367.9 萬 | 0.17% | −2,316−4.7% | 減碼 |
| Veritable, L.P. | 45,453 | $359.1 萬 | 0.07% | −5,778−11.3% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 45,413 | $358.8 萬 | 0.44% | −15,800−25.8% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 45,400 | $358.7 萬 | 0.05% | 00.0% | 不變 |
| Xcel Wealth Management, LLC | 45,283 | $357.8 萬 | 1.33% | +5,150+12.8% | 加碼 |
| Andra AP-fonden | 45,211 | $357.2 萬 | 0.12% | −10,200−18.4% | 減碼 |
| Level Four Advisory Services, LLC | 45,115 | $356.5 萬 | 0.35% | −392−0.9% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 44,972 | $355.3 萬 | 0.20% | +2,649+6.3% | 加碼 |
| Spectrum Management Group, LLC | 44,973 | $355.3 萬 | 0.77% | +15,190+51.0% | 加碼 |
| Mayflower Financial Advisors, LLC | 44,895 | $354.7 萬 | 0.57% | +1,679+3.9% | 加碼 |
| Wesbanco Bank Inc | 44,817 | $354.1 萬 | 0.24% | −121,449−73.0% | 減碼 |